Cordant Inc’s Schwab US Large- Cap ETF SCHX Stock Holding History

Cordant Inc’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22.9K	Buy	+779	New	+$22.2K	0.01%	76
2025 Q1	–	Sell	-762	Closed	-$17.7K	–	118
2024 Q4	$17.7K	Hold	762	–	–	0.01%	64
2024 Q3	$17.2K	Hold	762	–	–	0.01%	59
2024 Q2	$16.3K	Hold	762	–	–	0.01%	55
2024 Q1	$15.8K	Sell	762 -1,020	-57%	-$20.1K	0.01%	55
2023 Q4	$33.5K	Buy	1,782 +1,020	+134%	+$17.9K	0.02%	60
2023 Q3	$12.9K	Hold	762	–	–	0.01%	57
2023 Q2	$13.3K	Hold	762	–	–	0.01%	55
2023 Q1	$12.3K	Hold	762	–	–	0.01%	59
2022 Q4	$11.5K	Hold	762	–	–	0.01%	55
2022 Q3	$11K	Buy	+762	New	+$12K	0.01%	52

Other funds holding SCHX

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FIG

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Cordant Inc's SCHX Position: Q2 2026 in Review

Cordant Inc opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 779 shares worth $22.9K. The stake represents 0.01% of the portfolio and ranks #76 among its holdings. This is a return to the name: Cordant Inc previously reported a position in SCHX as recently as Q4 2024.

Cordant Inc first reported a position in SCHX in Q3 2022 and has held it in 11 quarters since. The position peaked at $33.5K in Q4 2023. 517 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Cordant Inc held 779 shares of Schwab US Large- Cap ETF worth $22.9K as of Q2 2026.
Schwab US Large- Cap ETF was a new Cordant Inc position in Q2 2026.
Schwab US Large- Cap ETF made up 0.01% of Cordant Inc's portfolio in Q2 2026, its #76 holding.
Cordant Inc first reported a position in Schwab US Large- Cap ETF in Q3 2022 and has held it in 11 quarters since.
Cordant Inc's Schwab US Large- Cap ETF position peaked at $33.5K in Q4 2023.
517 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Cordant Inc's 13F filing for Q2 2026, filed 15 Jul 2026.